EV Advocate
13.5K posts
Tesla $TSLA earnings might look good on the surface, but they are in complete shambles if you dig even a little: - Tesla Listed "one-time warranty and tariff benefits" as the #1 driver of profitability — refused to disclose the dollar amount - Seemingly Booked IEEPA tariff refunds as income in both auto AND energy segments after the Supreme Court ruling — a one-quarter windfall - Stretched supplier payments from 61 to 71 days — up from 52 days two quarters ago — adding $1.3B to payables to juice cash flow - Issued $4.3B in new debt (3x last quarter) to keep the cash position flat after a $2B SpaceX investment Meanwhile: deliveries missed, inventory piling up to 27 days of supply, energy storage down 15%, and GAAP net margin was just 2.1%
New IEA data: EV sales in emerging markets surge 80% in 2025 >India: EVs up 75% to record 2.3m EV units sold >Indonesia: 125% increase >Viet Nam: EVs hit staggering 40% share of new car sales >Thailand: EV share of new sales hit 21% >Latin America: Region saw 70% annual growth >Mexico: Sales tripled >Brazil: Sales up 40% >Ecuador and Uruguay: Experienced massive jumps of 240% and 140% The "EVs are only for rich countries and China" bullshit is officially over
@legio2024 Neka uđu u EU, ali bez prava glasa, bez prava veta. U našem je interesu da što je više moguće odvojimo Crnu Goru od "srpskog sveta", Sa CG u EU, crnogorski jezik bi postao služben u EU. Hrvatski lingvisti trebaju surađivat sa crnogorskim u standardizaciji crnogorskog jezika.
“We are really excited to be producing R2 for our customers. The vehicle is incredible – it’s the result of all the hard work and dedication of the Rivian team. I can’t wait for customers to experience R2!” - @RJScaringe Read more: rivn.co/R2-startofprod…
ChargePoint's New 600-kW Charger Nearly Doubles Charging Speeds and Can Charge Four Cars at Once caranddriver.com/news/a71087813…
R2 Production Has Officially Started, With First Customer Deliveries Coming This Spring riviantrackr.com/news/r2-produc…
When your doctor prescribes a treatment, the evidence behind it was probably published in a journal like the British Medical Journal, or BMJ for short. The BMJ proved smoking caused cancer. It pioneered the randomised controlled trial. It is one of the four most cited medical journals on earth. This week, it published a piece that betrays that. A thread on the fall of a great journal. 🧵
The European Union sought to ease tensions with Turkey after European Commission President Ursula von der Leyen named the country alongside Russia and China, creating the impression that the NATO partner was seen as a potential threat. bloomberg.com/news/articles/…
Von der Leyen: "We must succeed in completing the European continent so that it is not shaped by Russian, Turkish, or Chinese influence". I believe this is the first time ever that an EC President has placed Ankara in the same category as Moscow and Beijing (note the order btw)
